3d • General discussion
Thanks 😊
📚✏️ FRESH START PRO — TEAM APPRECIATION & TRAINING REMINDERS ✏️📚
Team,
Thank you to everyone who participated in today’s in-office training from 11:00 a.m.–1:00 p.m. and Zoom training from 1:00–3:00 p.m. Your participation, thoughtful questions, and positive attitudes helped make both sessions productive and engaging.
📧 The Zoom recording has been shared, and a training recap has been sent to your email. Please review these materials as you continue preparing for the upcoming tax season.
I look forward to our next training session with each and every one of you!
🗓️ SCHEDULE YOUR NEXT TRAINING
Please scroll through the chats to locate the scheduling link. You can also find it under Classroom. If you have already attended, schedule your next session. If you have not attended training yet, please schedule your first session.
📝 TRAINING IS AVAILABLE FOR:
• Questions about the upcoming tax season. • Situations or challenges you experienced with clients in previous seasons. • New team members who have not received training. • Individual and small business tax preparation. • Customer service and client data entry. • IRS policies and upcoming changes. • Client questions you are unsure how to answer. • Advertising strategies and the platforms we use to promote our services.
Whether you are getting started or building on your experience, please schedule time to get the guidance you need.
📱 TEAM COMMUNICATION
Team members may contact me directly on my cell phone, which most of you already have.
☎️ CUSTOMER COMMUNICATION — PLEASE READ
The only phone number to provide to customers is 800-718-3121.
We will not conduct customer communications through personal cell phones. Please direct all customers who need assistance to 800-718-3121.
📩 REFERRAL INSTRUCTIONS
• The person’s name. • The person’s phone number. • Your name as the referring team member.
Use Referral as the email subject line.
🔒 PROTECT PERSONAL INFORMATION
Please do not post the full names or personal information of customers or prospective team members on any of our platforms. Submit referral information through the email process above.
Thank you for your cooperation, professionalism, and commitment to learning. I appreciate each of you and look forward to continuing to grow together as the Fresh Start Pro team! 💼📚
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Thanks 😊
